Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Toro Company
TTC
$7.69B
| $35.3M | 0.03% |
408,088
-6,854
| -2% | -$593K |
|
502
Bank of New York Mellon
BK
$73.2B
| $35.3M | 0.03% |
915,478
-20,240
| -2% | -$780K |
|
503
Weyerhaeuser
WY
$18.1B
| $34.8M | 0.03% |
1,218,242
-406,786
| -25% | -$11.6M |
|
504
Illumina
ILMN
$14.7B
| $34.7M | 0.03% |
187,062
-3,674
| -2% | -$682K |
|
505
Otis Worldwide
OTIS
$34.4B
| $34.4M | 0.03% |
538,669
-29,764
| -5% | -$1.9M |
|
506
Stifel
SF
$11.5B
| $34.3M | 0.03% |
661,406
-96,179
| -13% | -$4.99M |
|
|
CCXI
507
DELISTED
ChemoCentryx, Inc.
CCXI
| $34.2M | 0.03% |
661,883
+107,583
| +19% | +$5.56M |
|
508
American Financial Group
AFG
$11.4B
| $34M | 0.03% |
276,883
+13,701
| +5% | +$1.68M |
|
509
ON Semiconductor
ON
$19.7B
| $34M | 0.03% |
545,734
-9,985
| -2% | -$622K |
|
|
LTHM
510
DELISTED
Livent Corporation
LTHM
| $34M | 0.03% |
1,109,706
+95,054
| +9% | +$2.91M |
|
|
AAT
511
American Assets Trust
AAT
$1.24B
| $34M | 0.03% |
1,320,459
-8,518
| -0.6% | -$219K |
|
512
DigitalOcean
DOCN
$3.15B
| $33.9M | 0.03% |
935,845
+60,159
| +7% | +$2.18M |
|
513
Lennox International
LII
$19.4B
| $33.7M | 0.03% |
151,463
-40,411
| -21% | -$9M |
|
514
Jazz Pharmaceuticals
JAZZ
$7.7B
| $33.5M | 0.03% |
251,407
-64,030
| -20% | -$8.53M |
|
515
Hasbro
HAS
$10.8B
| $33.5M | 0.03% |
496,861
-22,734
| -4% | -$1.53M |
|
516
Watsco
WSO
$15.9B
| $33.3M | 0.03% |
129,522
-1,614
| -1% | -$416K |
|
517
Helmerich & Payne
HP
$2.08B
| $33.3M | 0.03% |
901,043
-343,925
| -28% | -$12.7M |
|
518
Baxter International
BAX
$12.4B
| $32.9M | 0.03% |
611,121
+11,631
| +2% | +$626K |
|
519
Ametek
AME
$43.2B
| $32.9M | 0.03% |
289,664
-32,124
| -10% | -$3.64M |
|
520
Rockwell Automation
ROK
$38.1B
| $32.7M | 0.03% |
151,995
+2,992
| +2% | +$644K |
|
521
Titan Machinery
TITN
$469M
| $32.5M | 0.03% |
1,151,611
+19,722
| +2% | +$557K |
|
|
BDN
522
Brandywine Realty Trust
BDN
$754M
| $32.1M | 0.03% |
4,762,116
-204,931
| -4% | -$1.38M |
|
523
Warner Bros
WBD
$30.5B
| $31.9M | 0.03% |
2,774,321
-78,984
| -3% | -$908K |
|
524
CDW
CDW
$22.1B
| $31.8M | 0.03% |
203,937
-5,625
| -3% | -$878K |
|
525
T Rowe Price
TROW
$23.4B
| $31.7M | 0.03% |
301,466
+15,623
| +5% | +$1.64M |
|